Shows
Love, your Money - Wealth, Money, and Financial Advisor for Women281: Don’t Risk Bad Investments for Good Tax Breaks: Introducing Ultra Tax Efficient Wealth Management℠, Part Two In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented. If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundation for everything we’re covering today, including how Robert and I discovered this strategy, vetted it thoroughly, and ultimately decided to offer it to our clients at Hendershott Wealth Management. Today, we’re diving deeper into UTEWM℠ to talk about: How th...2025-05-2733 minLove, your Money - Wealth, Money, and Financial Advisor for Women280: Maximize Gains and Minimize Taxes: Introducing Ultra Tax Efficient Wealth Management℠, Part OneTax deferral is one of the most powerful wealth-building tools available to investors. Why? Because it allows you to reinvest money that would have gone to the IRS, compounding returns on that money and significantly increasing your long-term wealth.In this episode, I’m joined by Robert Hendershott (HWM’s Chief Investment Officer and my husband!) to talk about Ultra Tax Efficient Wealth Management℠—a suite of services that uses cutting-edge strategy designed to minimize taxes on your capital gains without sacrificing returns or adding unnecessary risk–and why he came out of retirement to help us implement...2025-05-1348 minLove, your Money - Wealth, Money, and Financial Advisor for Women250: Retiring With Purpose: Living into Financial Freedom with Robert HendershottIn our last episode, I sat down with my husband and life co-pilot, Robert Hendershott, to reflect back on the last 10 years together–and the first 10 years of Hendershott Wealth Management! He joined me for another conversation today to turn our gaze forward and talk about what’s coming up next because our family is on the cusp of a huge milestone: Robert’s retirement.(Make sure you go back and listen to episode 249 if you haven’t already. It’s not required to understand this episode, but if you’re interested in learning more about how to...2024-08-2032 minLove, your Money - Wealth, Money, and Financial Advisor for Women249: How to Build a Financial Partnership: Reflections on 10 years of Marriage, Money and Hendershott Wealth ManagementWelcome to an extra special episode of the Love, your Money podcast–because we’re celebrating our 10 year anniversary here at Hendershott Wealth Management!It’s hard to believe it has already been a decade of helping high net worth women and couples build wealth and achieve financial freedom, but here we are–and, in so many ways, it feels like we’re just getting started. To commemorate this milestone, I invited an extra special guest to join me on the podcast. Long-time listeners may remember that I interviewed my husband, Robert, a few years ago to talk...2024-08-1343 min
Love, your Money - Wealth, Money, and Financial Advisor for WomenEP 55: Anniversary Episode! Uncovering the Mystery of Hedge FundsProfit Boss® Radio is celebrating our 1-year anniversary. When you think of anniversaries, you typically think romance. Since this is a financial podcast, I'm going to combine those two concepts and interview my husband, Robert Hendershott. He's a bonafide hedge fund manager. Hedge fund investing is a topic that's stumped me in the past so it will be a nice change of pace to demystify some of the myths and lore associated with this complex world of investing. You can find show notes and more information by clicking here: http://bit.ly/2jORCGw Hend...2017-02-0747 min